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20121008
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CNBC
Oct 3, 2012 12:00pm EDT
the 800 pound gorilla, which is united healthcare. and the reason i think that way is that in the dna of this company is a commitment to lowering costs and improving outcomes. and if you were to ask me what are the two issues that have to be most addressed for the next many years, it's throttling back the rate of health care inflation and yet not forsaking good quality patient outcomes. that's really the corporate mission of united healthcare and i don't see how they aren't a player at the table with that being the backdrop over the next many years. >> chris jenner, thanks as always. appreciate it very much. >> thank you. >>> brian kelly, what's your health care trade today? >> i think in this area, you want to look at some of the new technologies out there and that means biotech. i would even go to some of the biotech etfs. if you're looking at pcrx, unless you're a doctor or you play one on tv, it's hard to kind of analyze these. so just go with the xbi or ibb are the two biotech etfs. >>> coming up, we're following today's slick move in the oil market and your best trades. plus
CNBC
Oct 1, 2012 5:00pm EDT
healthcare. >> a three-point plan. well these guys had a four-point plan, not least of which is the stock buyback. we've talked about thc for two weeks and probably 11% or 12% higher, i think it still goes up. >> pop here for southwestern energy up. >> if you look at this year and look at the headlines on oil, look at the headlines on natural gas, you would think oil was up 30% this year, oil's down 6%, natural gas up 16% and j.j.'s neck of the woods is going to get cold over the next week. stay with natural gas overweight bio. >> swn. >>> pop for macy's up 2%. >> yeah, it's time to think about the holidays, practice ps that chilly weather will get you in that mood. macy's said they're going to hire 80,000 people for the holidays up 2.5% over last year, and a good day for good news. >> drop here for wendy's down 6%. scott? >> downgraded the company today to a hold. really interesting, they're worried about same-store sales, but in the long-term, this analyst still likes the name. so this is a short-term downgrade. >> and we got a pop here for russian friends. good news for you and y
Search Results 0 to 1 of about 2